Americana Partners, LLC
Houston TX · SEC CIK 0001797678
$44.39亿2026Q2 申报市值
596持仓数
26.2%前十大占比 · 第一大 4.4%
129 / 49新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SFLR 加仓+$3,804.05万
AAPL 加仓+$1,993.29万
HONA 新建仓+$1,549.07万
GE 加仓+$1,455.08万
ANET 加仓+$1,418.01万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$6,197.94万
GS 减仓-$1,878.15万
SNDK 减仓-$1,796.70万
HON 减仓-$1,675.79万
C 减仓-$1,201.27万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -57,568 | -100.0% | -$232.23万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -7,038 | -100.0% | -$139.56万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -24,889 | -100.0% | -$100.78万 | 清仓 |
| — | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -28,713 | -100.0% | -$92.00万 | 清仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $0 | 0.00% | 0 | -3,500 | -100.0% | -$77.72万 | 清仓 |
| GPIX | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -14,675 | -100.0% | -$73.43万 | 清仓 |
| — | STELLAR BANCORP INC | $0 | 0.00% | 0 | -19,763 | -100.0% | -$72.35万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -3,913 | -100.0% | -$70.25万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -12,209 | -100.0% | -$65.21万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -28,449 | -100.0% | -$58.89万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -3,999 | -100.0% | -$54.87万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -4,924 | -100.0% | -$54.06万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -17,135 | -100.0% | -$44.38万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -24,985 | -100.0% | -$42.40万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -11,309 | -100.0% | -$41.85万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,136 | -100.0% | -$37.05万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -7,287 | -100.0% | -$34.55万 | 清仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,918 | -100.0% | -$32.03万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -871 | -100.0% | -$29.82万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -21,842 | -100.0% | -$29.51万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -11,003 | -100.0% | -$28.48万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -2,371 | -100.0% | -$28.15万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,195 | -100.0% | -$28.02万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -1,266 | -100.0% | -$27.73万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -786 | -100.0% | -$26.85万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -593 | -100.0% | -$26.35万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -338 | -100.0% | -$26.12万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -5,105 | -100.0% | -$25.22万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,017 | -100.0% | -$25.17万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,775 | -100.0% | -$24.96万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -1,186 | -100.0% | -$24.52万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,185 | -100.0% | -$23.81万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -3,669 | -100.0% | -$23.18万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -4,935 | -100.0% | -$22.53万 | 清仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,792 | -100.0% | -$21.61万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,150 | -100.0% | -$21.46万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -6,017 | -100.0% | -$21.34万 | 清仓 |
| RDW | REDWIRE CORPORATION | $0 | 0.00% | 0 | -25,000 | -100.0% | -$21.25万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$21.06万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,226 | -100.0% | -$20.59万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,479 | -100.0% | -$20.32万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -1,063 | -100.0% | -$20.25万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -1,825 | -100.0% | -$20.06万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -21,259 | -100.0% | -$17.67万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -11,294 | -100.0% | -$16.83万 | 清仓 |